# Kiyo A. Matsumoto > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/7368 ## Record - **Judge:** Kiyo A. Matsumoto - **Year:** 2015 - **Report type:** Annual - **Pages:** 9 ## Text Citibank IRA & Savings Acct — Interest Chase Bank, savings and checking — Interest New England Variable Life merged 1/15 with Met Life (see 4-6) — Interest For Met Life: Fidelity VIP Eq. Inc — Int/Div For Met Life: MFS Research Int'l — Int/Div For Met Life: MetLife Asset All 100 — Int/Div Charitable Remainder Trust (Norther Trust Securities) (see 8-11) — Int/Div — Sold Northem Money Market Fund/Northern US Gov't Money Market Fund — Int/Div — Sold Dodge&Cox Income ACAT Deliver — Int/Div — Sold Vanguard Long Term Invmt Grade INV ACAT — Int/Div — Sold Vanguard GNMA Investor CL ACAT — Int — Sold Memonal Partmership (El Cerrito, CA) — Reat Series EE Savings Bonds — Interest Charles Schwab IRA/Accts (inc. cust, accts for children) — Interest Colgate Palmolive (common) (part of item § above) — Ine Procter & Gamble (common) (part of item 8 above) — Int/Div Hewlett Packard (common) (part of item 8 above) — Int/Div Time Warmer (common) {part of item 8 above) — Int/Div Diversified Investment Thrift Plan (spouse) — Int/Div NY State Edu. Fund: Moderate Age Opt. Conserv. Growth — Interest Charitable Remainder Trust (JP Morgan) (see 22-59) — Int/Div — Buy 1. JP Morgan Deposit Sweep MGD JPMorgan Chase Bank NA — Open 2. Altria Group Inc — Int/Div — Buy 3 American Electric Power — Int/Div — Buy 4 AT&T — Int/Div — Buy 5. BCE Inc — Int/Div — Buy 6. BP PLC Sponsored ADR — Int/Div — Buy 7. Chevron Comp — Int/Div — Buy 8. Coca Cola Co. — Int/Div — Buy Dominion Resources Inc — Int/Div — Buy 10. Duke Energy Corp. — Int/Div — Buy 11. Exxon Mobil Comp. — Int — Buy 12. General Mills Inc — Int/Div — Buy 213 GlaxoSmithKline PLC — Int/Div — Buy Johnson & Johnson — Int/Div — Buy 15. Kimberly Clark Corp. — Int/Div — Buy 16. Kraft Heinz Co. — Int/Div — Buy 17. McDonalds Corp — Int/Div — Buy 18. Merck & Co. Inc — Int/Div — Buy 19. National Grid PLC New — hy — Buy 20. Pepsico Inc — Int/Div — Buy 21. Philip Morris — Int — Buy 22. PPL Comp. — Int/Div — Buy 23. Procter & Gamble Co — Int/Div — Buy 24, Revnolds American Inc — Int/Div — Buy 25. Royal Dutch Shell PLC — Int/Div — Buy 26. Sanofi — Int/Div — Buy 27. Southem Co. — Int/Div — Buy 225, Unilever PLC — Int/Div — Buy 29. Venzon Communications — Int./hv — Buy 30. Vodafone Group PLC — Int/Div — Buy 30. Vodafone Group PLC — Int/Div — Buy (add'l) 31 HCP Inc — Int/Div — Buy 32. Omega Healthcare — Int/Div — Buy 33. Realty Income Corp. — Int/Div — Buy 34. Ventas Inc — Int/Div — Buy 35 Wellower Inc — hy — Buy 36. Kinder Morgan Inc — None — Buy 236. Kinder Morgan Inc — Sold Bank of America(yY) Nominating Committee, New York City Bar Association Co-trustee with brother, Qualified Personal Residence Trust #1 Liability — Columb University — Tuition Liability — University of Chicago — Tuition Reimbursement — Nantonal Conference of Bar Examiners — 4/17-20 — Washington, DC — Drafting bar exam — Transportation, meals, lodging Reimbursement — National Conference of Bar Examiners — 1119-22 — Austin, TX — Drafting bar exam — Transportation, meals, lodging Reimbursement — Georgetown University Law Center — 4/7.8/15 — Washington, DX — Moot court competition — Transportation and lodgmg Income — 14/1720015 — Nat'l Conference of Bar Examiners drafting bar exam — $3,500.00 Income — 119221 — Nat'l Conference of Bar Exammers drafting bar exam — S31.500.00 Spouse's income — 2015 — Self-employed rentals (spouse) Part I: The Qualified Personal Residence Trust is my parents’ home and has no reportable assets. Part VII Investments and Trusts: Items 3-6: New England Life merged with Met Life on 1/1/15: Cash Value of Variuble Ordinary Life Policy: $36,959. -Fidelity VIP Eq Inc. - Value: $15,740.14 -MFS Research Intl. - Value: $6,273.26 -MetLife Asset AllI00- Value: $14,944.69 Item 7-11: Northern Trust Charitable Remamder Trust included the following assets that were liquidated by broker on approximately 11/16-17/2015 and reinvested in JP Morgan starting 11/19/15 -Dodge & Cox Income ~Vanguard GNMA -Vanguard Longterm Invmt. Grade -Money market Items 21-59: JP Morgan Charitable Remainder Trust Between approximately 11/19/15-12/8/15, JP Morgan Charitable Remainder Trust purchased the following from proceeds from the sule/transfer of Northen Trust Securities assets without my input or direction. 1) Altria Group Inc. 2) American Electric Power 3) AT&T 4) BCE Inc.. 5) BP PLC Sponsored ADR 6) Chevron Corp. 7) Coca Cola Co. 8) Dominion Resources Inc, 9) Duke Energy Corp. 10) Exxon Mobil Corp 11) General Mills Inc. 12) Glaxosmithkline PLC 13) Johnson & Johnson 14) Kimberly Clark Corp. 15) Kraft Heinz Co. 16) McDonalds Corp 17) Merck & Co Inc. 18) National Grid PLC NEW 19) Pepsico Tne. 20) Philip Morris 21) PPL Corp 22) Procter & Gamble Co. 23) Reynolds American Ine, 24) Royal Dutch Shell PLC 25) Sanofi 26) Southem Co 27) Unilever PLC 28) Verizon Communications 29) Vodafone Group PLC 30) HCP Inc. 31) Omega Healthcare 32) Realty Income Corp 33) Ventas Inc 34) Welltower Inc. Item 61: Bank of America savings and checking reported in 2014 was a joint account with our daughter while she was in college so that we could provide an allowance. After her graduation in 2013, the account remained open but there were minimal, if any, funds in the account and she was the sole person who made deposits or withdrawals. She eventually closed the account at some point in 2015 after she was no longer a dependent, --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/7368. Public record. Not legal advice.